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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,826 | $107,363-64.8% | $92,909-59.3% | $152,897-75.3% |
| Participation rate | 94.7% | 79.8%+14.9pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 16.34% | 145.63%-129.3pp | 109.44%-93.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,632 | $4,222-37.7% | $3,653-28.0% | $4,764-44.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,795-99.9% | $11,599-100.0% |